Screener
SCHX vs FNDA
Schwab U.S. Large-Cap ETF vs Schwab Fundamental U.S. Small Company ETF
Key differences
- SCHX costs 0.22% less per year.
- SCHX is significantly larger than FNDA — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SCHX has delivered higher annualized returns.
Side-by-side comparison
| SCHX | FNDA | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.25% |
| Fund size (AUM) | $68.2B | $10.2B |
| Since | 2009 | 2013 |
| Dividend yield | 1.06% | 1.10% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.6% | +32.0% |
| CAGR 3Y | +23.2% | +16.5% |
| CAGR 5Y | +13.4% | +7.4% |
| Sharpe 3Y | 1.23 | 0.69 |
| Volatility 1Y | 12.16% | 17.24% |
| Max drawdown | -34.33% | -44.64% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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